Editor’s Pick
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Why sky-high property prices are here to stay – for now
Roger Montgomery
March 4, 2022
When it comes to explaining our booming property market, one thing stands out: access to cheap loans. So I’m sure many property owners would have breathed a sigh of relief this week when the Reserve Bank of Australia confirmed the historically low overnight cash rate of 0.1 per cent would remain unchanged. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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What to expect from markets during the Russia and Ukraine war
Roger Montgomery
March 2, 2022
In this week’s video insight Roger discusses the terrible events unfolding in Ukraine, resulting from Russian military action, which are above all else a human tragedy. There isn’t always a straight-line relationship between geopolitical shocks and financial market responses. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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War. What is it good for? Well, surprisingly, equities
Roger Montgomery
February 24, 2022
Edwin Starr’s classic 1969 anti-war song, War, asks: “War: What is it good for?” and responds emphatically “absolutely nothing.” It’s hard to argue with the sentiment. But it turns out Starr was not completely correct. You see, despite the terrifying carnage and destruction, war can often be a fruitful time to invest. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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The impact of inflation and interest rates on companies’ price to earnings ratios
Roger Montgomery
February 22, 2022
Currently-surging US inflation has triggered a dramatic move in interest rate expectations, which in turn have inspired equity investors to reassess the risk they are willing to adopt. In the space of seven months, US short-term interest rate expectations have moved materially. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Inflation, interest rates and equities: the big question
Roger Montgomery
February 16, 2022
In this video Roger addresses the question on all investors’ minds around the interaction of inflation, short term interest rates and equities. If consensus expectations of inflation and interest rates are wrong this presents a great opportunity to purchase stocks whose PEs have contracted. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Despite the share price fall, IDP Education’s future is looking bright
Roger Montgomery
February 14, 2022
IDP Education (ASX:IEL) has just reported its half-year results, which came in below market expectations, largely due to COVID-related restrictions. The initial market reaction was quite severe, pushing the share price well below its November 2021 high. IDP has a solid pipeline of leads and, with borders reopening, the future is looking bright. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Why it’s time to capitalize on the carnage in tech stocks
Roger Montgomery
February 9, 2022
The current equity correction has taken a lot of the froth out of the market. But caught up in the carnage have been a number of high quality companies with years of growth ahead. Which is why I think this could be a very good time for investors to take a look at some of these businesses, including Pro Medicus, Megaport and REA Group. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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A closer look at REA Group’s half year results
Roger Montgomery
February 7, 2022
At $135.00 on 27 January, REA Group’s (ASX:REA) share price had fallen almost a quarter from its high of $176.81 in November 2021. The move demonstrates even high-quality company shares can succumb to the vagaries of sentiment, especially when investors abandon long-term investing plans in favour of short-term fears about where share prices might land tomorrow or next week. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property, Stocks We Like.
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Why this market downturn is a great time to invest
Roger Montgomery
February 3, 2022
After two years of largely uninterrupted asset price gains, January provided a rude awakening for many investors, as equity markets around the world took a tumble. And it wasn’t just profitless tech stocks that took a beating. Caught up in the carnage were some high quality businesses that saw their share prices crimped – and which now present compelling value. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets.
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Which retailers have weathered the market storm?
Stuart Jackson
February 1, 2022
In response to recent trading updates, the share prices of many listed retailers have been hit for six. With retail sales falling short of expectations, supply chain disruptions, and the risk of excess inventories, some investors have been spooked, and have headed for the exits. Happily, the price falls have not hit every business, and it’s interesting to see which retailers have won the market’s approval. continue…
by Stuart Jackson Posted in Companies, Consumer discretionary, Editor's Pick, Stocks We Like.
